2018-03-07 13:34:08 Professional Accountants English Learn how to create a new tax return using QuickBooks Tax Start: New return from scratch

Using QuickBooks Tax

Start: New return from scratch

  1. Select ‘Tax Returns’ from the left navigation in QuickBooks Online Accountant



2. Click on Create Return in the upper right.


3. Create a new return

a. Select the client and set the tax year

b. Choose data source QBOA Client Workpapers or Do not use any data.

Chapter 3.
Begin a Return 0 min read
Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.